Institutional Ownership Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV). We have compiled data on the 1,483 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,927
shares
|
$369,923
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
3,911
shares
|
$368,416
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,908
shares
|
$368,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,907
shares
|
$368,039
0.0% of portfolio
|
Q3 2025
Reduced 59.2%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,904
shares
|
$367,756
0.06% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,900
shares
|
$367,380
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3,896
shares
|
$367,003
0.06% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,881
shares
|
$365,590
0.03% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,859
shares
|
$363,517
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,858
shares
|
$363,423
0.0% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,857
shares
|
$363,329
0.17% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,850
shares
|
$362,670
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,849
shares
|
$362,575
0.03% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,848
shares
|
$362,481
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,847
shares
|
$362,387
0.16% of portfolio
|
Q4 2022
Added 13.01%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
3,840
shares
|
$361,728
0.12% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
3,797
shares
|
$357,677
0.16% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,788
shares
|
$356,829
0.21% of portfolio
|
Q3 2025
Reduced 87.52%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,787
shares
|
$356,735
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,774
shares
|
$355,510
0.01% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,764
shares
|
$354,568
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
3,753
shares
|
$353,532
0.24% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
3,738
shares
|
$352,119
0.06% of portfolio
|
Q3 2025
Added 61.12%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,724
shares
|
$350,800
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,703
shares
|
$348,822
0.0% of portfolio
|
Q3 2025
Reduced 15.65%
|
|